You can open an account for anyone, including yourself, for a low initial amount and automatic contribution starting at $50. For this and other information on any 529 college savings plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view one online. As with any search engine, we ask that you not input personal or account information. The OklahomaDream 529 Plan is sponsored by the State of Oklahoma and managed by Fidelity Investments. ScholarShare College Savings Plan is a traditional 529 plan that allows you to invest money today and reap tax benefits when you withdraw it to pay for qualified education expenses. Retirement Savings Program . It all begins with making it easy to communicate. Questions? Learning Quest offers education savings accounts to help you pay education expenses for individuals that you designate, or for yourself. Important Information. Choose a 529 Account Type. A 529 Plan is more than just a savings account. a 529 plan is a state-sponsored savings plan that allows parents to invest funds that you or a separate beneficiary can withdraw tax free for qualified educational expenses. Register Now. Media Contacts. Depository Services. . This is the most common type of 529 account. to your account. Read it carefully before you invest or send money. Please see a 529 fact kit for more details. CalSTRS. Fidelity phone numbers Call us 24/7, tell us what you're looking for, and we'll get you to the right person Current customers: You'll be asked to enter your username and password using the keypad on your phone. The Fidelity Advisor 529 Plan lets you choose from three types of investment options so you can pursue the strategy that is best for your needs and circumstances. When you select Continue, ATT.com will open in another tab or window. Fidelity Brokerage Services, Member NYSE, SIPC . Consumer Plans. They can even save for their own career development. For this and other information on any 529 College Savings Plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view 529 Fact Kit online. Real estate investment trusts (REITs) can offer investors a unique combination of inflation hedging, income potential, and capital appreciation. Did You Know? Learn more about the MI 529 Plan conversion. The MI 529 Advisor Plan was rebuilt from the ground up to offer a best-in-class college saving solution for financial professionals to use with clients. Get month-by-month savings tips with these 12 college savings strategies (PDF). including Fidelity®, Vanguard, and Schwab Funds. College Cost Calculator . . For immediate assistance please contact customer service at 1-888-567-0540. The Fidelity Advisor 529 Plan, OklahomaDream 529 Plan and CHET Advisor 529 Plan are offered by the state of New Hampshire, the state of Oklahoma and the state of Connecticut, respectively and managed by Fidelity Investments. close. Register your first grader for a chance to win a $100 contribution to CollegeCounts. Missouri 529 Plan Tax Information. Please see the 529 Plan Offering Statement for additional details. . Before investing, consider the investment objectives, risks, charges, and expenses of the fund or annuity and its investment options. Have your client . . To learn more about the New Hampshire 529 plans, follow the links below to the plan detail pages. On a federal-level, there is no tax savings for contributions, but qualified distributions are tax-free. Mon.—Fri. The Fidelity Advisor 529 Plan offers a range of investments utilizing Fidelity Advisor Funds and the Fidelity Government Cash Reserves. Review all our account fees and minimums. Phone. 529 plans, legally known as "qualified tuition plans," are sponsored by states, state agencies, or educational institutions and are authorized by Section 529 of the Internal Revenue Code. How to Use Leftover Funds from a 529. Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. The primary difference between the two Plans is that the Fidelity Advisor 529 Plan is marketed to the clients of non-Fidelity financial advisors that do not administer their own proprietary plan, while the UNIQUE Plan is offered directly to Fidelity retail investors. Workplace 529; Give your employees access to ScholarShare. Have your . TIAA-CREF. . Alabama 529 Savings Plan FAQ. Fidelity succeeded TIAA-CREF as manager in September 2020. solo 401(k), etc. 800-544-1914 Chat with a representative Fidelity Brokerage Services, Member NYSE, SIPC . To change the address or phone number on a Workplace Savings Account (for example, 403(b), 401(k), 457 Plan), please contact your plan administrator or go to NetBenefits to update your information online. Many plans allow you to invest in a given asset allocation determined by your child's age. Can be used at any accredited college and for up to $10,000/year of K-12 tuition expenses. You also may wish to contact your home state's 529 Plan(s), or any other 529 Plan, to learn more about those plans' features, benefits and limitations. 3 several states also. You don't have to invest in your own state's plan; though many states offer . . 529 plans allow investors to purchase directly from the plan manager. Make future contributions regularly or periodically—your choice. The Path2College 529 Plan, operated under the Georgia Office of the State Treasurer, gives you a way to start saving today to prepare for a child's tomorrow. For this and other information on any 529 College Savings Plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view 529 Fact Kit online. Please carefully consider the plan's investment objectives, risks, charges, and expenses before investing. . The Fidelity Advisor 529 Plan, also known as New Hampshire's Advisor-sold 529 Plan, is available only through non-Fidelity financial advisors. Deposit Placement Programs. You are about to exit the MI 529 Advisor Plan website and enter . Banking Evaluations for Colleges & Universities. Please see a 529 fact kit for more details. Fee Score ny529@nysaves.org The Connecticut plans also offers 11 static . Easy to open and eligible for tax benefits. If you have questions about the NY 529 Direct Plan, you can reach our education savings specialists by phone, email, or mail.. Our new website for parents with high school JRs and SRs. Oklahoma Dream 529 Plan, an advisor-sold 529 savings plan is managed by Fidelity Investments. Articles. Fidelity phone numbers Call us 24/7, tell us what you're looking for, and we'll get you to the right person Current customers: You'll be asked to enter your username and password using the keypad on your phone. Learn more 800-343-3548 December 31 deadline. All Plan assets are held in trust with the New Hampshire State Treasurer . Professionally managed by Fidelity Investments. You could win a $5,529 account for college. Among the potential winners are REITs that invest in hotels, casinos, and strip-malls. The plan features eight age-based, two static allocation, and 17 individual fund portfolios. Type: Direct - this Colorado 529 plan can be purchased directly. To find a financial advisor in your area, use the Directory of Financial Professionals. risks, charges and expenses before investing. Delaware's 529 Plan is sponsored by the State of Delaware and managed by Fidelity Investments. Age-Based Portfolios are managed to Fidelity Brighthouse Customer service 866-414-3259 Genworth The Guardian Customer service 800-221-3253 The Hartford Customer service 800-862-6668 John Hancock Customer service 800-344-1029 Mass Mutual Customer service 800-272-2216 MetLife Customer service 866-414-3259 New York Life Customer service 800-762-6212 The Principal $2,000/yr. Fidelity Investments and Vanguard are two solid choices for online brokers. ScholarShare College Savings Plan (529 Plan) Account Application p. 4 of 6 5 INVESTMENT SELECTION You can invest your 529 Plan contributions based on an Age-Based Strategy or a Custom Strategy. . Have your . Oklahoma Dream 529 Plan, an advisor-sold 529 savings plan is managed by Fidelity Investments. Fidelity succeeded TIAA-CREF as manager in September 2020. To change the address or phone number on a Workplace Savings Account (for example, 403(b), 401(k), 457 Plan), please contact your plan administrator or go to NetBenefits to update your information online. Please see a 529 fact kit for more details. For each contribution, you determine how it is invested. For this and other information on any 529 college savings plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view one online. For as little as $15 per pay period, your employees can save for their children's and grandchildren's future education. 8 a.m.—9 p.m. Fidelity is committed to delivering the attention, responsiveness, and dedicated support that you require in managing your clients' assets. You also have the ability to change the beneficiary at any time.*. Virtual Assistant is Fidelity's automated natural language search engine to help you find information on the Fidelity.com site. For joint filers. What are 529 Plans? Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. Georgia College Savings. Section 529 plans allow individuals to invest in a predetermined pool of stock and bond investments. ScholarShare 529 2021 Report on Higher Education; College Countdown. Conveniently access your workplace benefit plans such as 401k(s) and other savings plans, stock options, health savings accounts, and health insurance. How can I change my address or phone number on my Workplace Savings Account? Welcome U.S. Employees; Outside U.S. Employees . Fidelity Institutional Asset Management. The CollegeInvest 529 Plan is the only 529 plan to offer a state tax deduction for contributions by Colorado taxpayers. . REITs also have unique tax and reporting complexities that . Fidelity Brokerage Services, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917. Gifting. The Age-Based Strategies are designed for your beneficiary's age, based on the date of birth listed in Section 2. Most states offer at least one 529 plan. Invite family and friends to CONTRIBUTE. 529 Plan Info. Contribute Now for 2022 Tax Benefits. Investing involves risk, including risk of loss. Here are the special tax benefits and considerations for using a 529 plan in Missouri. Minimums: To get started you can deposit $25. 529 Quiz. risks, charges and expenses before investing. workplace 529. CSPN Blog. It features three age-based options; one using Fidelity Series actively managed funds; one using Fidelity Series index funds; and a third using a combination of the two. By Phone Sales Support Inside or Outside Wholesaler 800-544-9999 Operations Support Investment Professionals 800-522-7297 Bank Trust/TPA/Insurance/RIA Ameriprise offers a range of 529 plans, which are used to save for education expenses. DreamAhead investment returns are not guaranteed . 1. Please carefully consider the plan's investment objectives, risks, charges, and expenses before investing. 529 Basics . Publications & Links. 529 plan accounts provide tax deferred growth opportunities and can be used to pay for both K-12 tuition and post-secondary education expenses. For this and other information on any 529 College Savings Plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view 529 Fact Kit online. For this and other information on any 529 College Savings Plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view 529 Fact Kit online. The Hartford SMART529 The Hartford® SMART529® College Savings Plan, offered by the Board of Trustees of the West Virginia College and Jumpstart Savings Programs, offers all the benefits of a 529 plan plus a range of investment options so you can choose the investment strategy that's right for you. Contributions can be invested in portfolios tailored to a child's age or the investor's ability to . Allows you to choose how your money is invested. 800-544-9354. Statewide Merchant Card Services. FIDELITY INSTITUTIONAL ASSET MANAGEMENT ®. Massachusetts has one 529 college savings plan, MEFA's U. In addition to its direct-sold 529 plans, Fidelity offers the Fidelity Advisor 529 Plan through brokers, utilizing Fidelity Series funds in its age-based and static portfolio options, and Fidelity Advisor funds in its individual fund portfolio options. Read it carefully before you invest or send money. Your NetBenefits page will remain open. Read it carefully before you invest or send money. 877-NYSAVES (877-697-2837) On business days 8 a.m. to 8 p.m., Eastern time. Read it carefully before you invest or send money. The Path2College 529 Plan is offered by the State of Georgia, with TIAA-CREF Tuition Financing, Inc. as Program Manager. Custodial 529 Account. OklahomaDream 529 Plan accounts are not insured by any state, federal government or any federal agency. Setting up and contributing to a 529 — a tax-advantaged savings plan for educational costs — is one of the best ways to start saving early and maximize those savings. Investments grow tax-free and can be withdrawn tax-free for educational expenses such as tuition, room and . $1,000/yr. ET. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. * Intended for individuals who manage their workplace retirement plans or other . Jump-start your newborn child's savings with a $100 contribution from us. How can I change my address or phone number on my Workplace Savings Account? Please carefully consider the plan's investment objectives, risks, charges, and expenses before investing. The annual total portfolio fees for the Schwab 529 Plan range from 0.25% - 0.93%, depending on the investment you select. Consumer plans fall under three categories: direct-sold, unit-type prepaid, and contract-type prepaid. The Plan provides tax-advantaged accounts designed to help parents, grandparents and others pay for higher education expenses. 529 Plan Data. Explore a variety of investment portfolios that fit your timeline and risk tolerance. Fund, which is managed by Fidelity Investments and available to residents of any state. Read it carefully before you invest or send money. Benefits of the Fidelity Advisor 529 Plan include: Invite friends and family to give to your 529 account with our innovative college gifting service. Fidelity Brokerage Services LLC, Member NYSE, SIPC. You will receive a response within 2-3 business days. For as little as $15 per pay period, your employees can save for their children's and grandchildren's future education. Plan Flexibility. Although Massachusetts residents can invest in almost any state's 529 plan, they may be eligible for a state income tax deduction and a matching grant if they use MEFA's U. 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